DARCY O'ROURKE

Financial Adviser ยท Belmont, VIC

Registered

Registration Number

001252661

Registration Status

Registered

Location

Belmont, VIC 3216

Providing Advice Since

2016

Registration Date

17/04/2023

Financial Services Licensee

LIFESPAN FINANCIAL PLANNING PTY LTD

Licence #000229892

๐Ÿ“š Qualifications & Training

2016 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education
2017 - Tax for Financial Advising - Certificate (AQF 1-4) - Kaplan Professional
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2025 - SMSF Regulations and Taxation - Certificate (AQF 1-4) - Kaplan

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.